Streamline Proposals & Estimates for Faster Deals and Smoother Client Approvals
Create, manage, and automate professional proposals and estimates effortlessly, complete with digital signatures and seamless CRM integration.
Efficiently managing proposals and estimates has never been easier. Our all-in-one platform integrates powerful document creation tools directly into your CRM, allowing you to generate, send, and track professional proposals and estimates within a single system. Want to send an estimate immediately after a customer fills out a form on your website? You got it!
Professional Proposal Creation
Deliver polished, branded proposals that make a strong impression.
Customizable Templates
Build professional templates that you can customize, adding your logo, colors, and business details for a cohesive brand presentation.
Rich Content Formatting
Add detailed descriptions, images, and videos to explain your offerings clearly, helping clients understand the full value of your services.
Dynamic Pricing Tables
Include interactive pricing tables that allow clients to select options or services, giving them control over their package and price.
Automated Estimates
Use triggers to send out estimates right after your potential customers fill out a request form on your website.
Accurate Estimation Tools
Provide precise estimates to set clear expectations and build client confidence.
Line-Item Pricing
Break down services or products into line items with detailed descriptions and pricing, ensuring clients understand the scope of work and associated costs.
Automatic Calculations
Generate total costs automatically, including taxes or discounts, eliminating manual calculations and reducing errors.
Optional Add-Ons
Allow clients to choose optional services or add-ons, making it easy to upsell and customize estimates according to their needs.
Digital Approval & E-Signature
Simplify the approval process with secure, easy-to-use digital signatures.
E-Signature Integration
Enable clients to review, sign, and approve proposals and estimates digitally, speeding up the approval process and eliminating paperwork.
Multi-Party Signing
Collect signatures from multiple stakeholders if needed, ensuring everyone involved can approve the document seamlessly.
Signature Notifications
Receive notifications when a proposal is signed, allowing you to respond quickly and move forward with the project.
Automated Follow-Ups & Status Tracking
Reduce delays with timely reminders and keep the momentum going until the deal is closed.
Proposal Reminder Emails
Send automated reminders to clients who haven’t yet reviewed or signed, keeping your proposal top of mind and increasing response rates.
Approval Status Tracking
Monitor each proposal’s approval status in real-time, so you always know where each deal stands and can follow up as needed.
Analytics & Performance Tracking
Gain insights into proposal success and optimize for better conversions.
Proposal View Tracking
See when a client has opened and reviewed a proposal, helping you follow up at the perfect time.
Conversion Tracking
Track which proposals convert into closed deals, giving you a clear view of what resonates with clients and areas to improve.
Revenue Forecasting
Project potential revenue based on proposals in progress, helping you plan and prioritize efforts to meet business goals.
Key Benefits
Save Time on Document Creation
Automate the process of generating proposals and estimates, cutting down on manual work and allowing you to focus on more important tasks.
Increase Client Conversions
By offering a seamless, digital approval process with electronic signatures, you reduce friction and improve the likelihood of clients signing and returning proposals quickly.
Enhance Professionalism and Security
Integrate branded, professional proposals directly within your CRM, offering clients a secure and polished experience that reflects the quality of your business.
Related Features
Payments and Invoicing
Simplify billing by linking approved proposals directly to invoices for fast, accurate payments.
Workflows
Automate follow-ups and actions based on proposal or contract status updates.
CRM
Store client information and communication history in one place, making it easy to send relevant proposals and track interactions.
Get Started!
Take the hassle out of proposals and estimates—sign up today to get started!
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